Thomas Robert Callahan
Investment adviser representative at Range Advisory, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Range Advisory, LLCSep 2025 to now
- Range Finance, Inc.Sep 2025 to now
- Fidelity InvestmentsJan 2022 to Sep 2025
- Equitable AdvisorsOct 2021 to Dec 2021
- UnemployedAug 2021 to Sep 2021
- Icon InternationalJun 2020 to Jul 2021
- Penn State University ItAug 2019 to May 2021
- Icon InternationalMay 2019 to Jan 2020
- Stew Leonard'sMay 2018 to Mar 2019
- The Pennsylvania State University - Main CampusAug 2017 to May 2021
- Candlewood Isle Summer CampJul 2015 to Aug 2018
- Thunder Ridge Ski AreaDec 2014 to Mar 2017
- New Fairfield High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (NY, PA, TX, VA).
Range Advisory, LLC
$1.4BAssets managed
1,773Clients
30Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7449702
- Firm CRD
- 321969